Levi Bauer

Interested in the pursuit of excellence in all facets of life (mine and others). CEO of $150MM Healthcare Biz. Also SMB and CRE ownership.

[Levi Bauer @LevyBrain]

@FreddyLA7 You should see the ones down south.

[Levi Bauer @LevyBrain]

@nikitabier @levelsio Moms are super heroes!!!

[Levi Bauer @LevyBrain]

@green_appl55431 Love this analysis. Finally something to add to my watchlist.

[Levi Bauer @LevyBrain]

@gregisenberg Probably only worth around $1.72.

[Levi Bauer @LevyBrain]

@SenMarkey @SenBlumenthal Man….are you going to look dumb. You know you could just ask people who have and are using it…might have been smart before acting like you know something. 😬😬😬

[Levi Bauer @LevyBrain]

@FreddyLA7 @fcmidtjylland Glad you guys are getting this awesome experience!

[Levi Bauer @LevyBrain]

@green_appl55431 Interesting analysis. Thanks!

[Michael Dell 🇺🇸 @MichaelDell]

Focus on what you can control.

Build something. Anything.

A product. Yourself. A family. Your community. A team. Relationships.

Or help someone else build theirs.

Don’t complain. Don’t play the victim.

Ever.

What are you building?

#PlayNiceButWin

[Levi Bauer @LevyBrain]

@LynAldenContact @Polymarket Can’t they just eat marijuana brownies like adults? 😀😀😀

[Levi Bauer @LevyBrain]

@FreddyLA7 You guys are living it up! Enjoy!

[Levi Bauer @LevyBrain]

@green_appl55431 Very interesting analysis.

[Levi Bauer @LevyBrain]

Is AI compressing jobs? Maybe. Half true. AI may compress bundles of work at the middle and bottom. AI EXPANDS bundles at the top. Senior operators will own more scope because AI gives them the leverage. That's not unbundling; that's super-bundling. Both are the same transition.

[Levi Bauer @LevyBrain]

@fortelabs No. 4.8 can most surely do whatever you’re needing.

[Geiger Capital @Geiger_Capital]

There is no magic soil.
A nation is simply it's people.

[Levi Bauer @LevyBrain]

99% of us don’t need Mythos. 98.8% of us don’t even need Opus 4.8 for what we’re building that will help our lives. Skip the noise. Keep building.

[Levi Bauer @LevyBrain]

@orrdavid $4722?

[Peter H. Diamandis, MD @PeterDiamandis]

Pessimists sound smart. 

Optimists build the world.

[Levi Bauer @LevyBrain]

Your post was interesting. Dug in a bit. Semitec definitely looks cheap, but the huge amount of cash seems locked up by all the family ownership. Nagoka looks cheap as well. They also have a large project (step/sonatrach) on hold due to an EPC prime contractor running into money issues, but if that got cleaned up, would be fine. Entrust is the only one that seems fairly valued right now looking at their residual income strem economics. All interesting though as I don't usually look at Japanese companies. Thanks for the push!

[Levi Bauer @LevyBrain]

@realEstateTrent For sure. Health insurance tied to employment makes as much sense as car insurance being tied to employment.

[Levi Bauer @LevyBrain]

@green_appl55431 Thanks for the analysis!